Operations Officer - Settlements
Canaccord Genuity Wealth Management UK
Operations
Guernsey
Posted on Nov 29, 2025
As an Operations Officer - Settlements, you will enable the delivery and receipt of stock to and from all counterparties in a timely manner, whilst following procedures and ensuring strong attention to detail.
- Application Deadline
- December 08, 2025
- Department
- Operations
- Employment Type
- Full Time
- Location
- Guernsey
- Workplace type
- Onsite
Key Responsibilities
- Register physical shares both in and out of client’s own name and our nominee name
- Run order books, tasks & reports in Avaloq to monitor settlement of trades against payment, liaising with the Client Services team/Execs and Counterparties accordingly
- Monitor all physical trades
- Chase all outstanding settlements on a weekly basis
- Review daily cash and stock reconciliations for all custodians
- Adhere to department procedures.
Skills, Knowledge and Expertise
- An understanding of securities settlements would be advantageous
- Ability to obtain a solid understanding of Avaloq
- Ability to obtain a solid understanding of Custodian process
- Ability to follow procedures and make recommendations for improvement
- Understanding of banking and wealth management regulations across the UK and International jurisdictions of the Crown Dependencies
- Ability to develop strong relationships both internally and externally
- Ability to recognise where technical development in Avaloq could promote more efficient ways of working
- Strong communication skills
- Attention to detail and methodical approach.
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Parking
- Learning and development opportunities
- Active sports and social
- Modern, out of town office with sit-stand desks.
About Canaccord Wealth (International) Limited
Canaccord Wealth is one of the top 10 wealth managers in the UK, with offices nationwide, as well as international investment teams and operations in the Crown Dependencies.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
There is plenty of opportunity to help execute our strategy, inspire us with your passion and build a rewarding career. We encourage new ideas, energy, hard work and professionalism and show our appreciation by being committed to your ongoing development, happiness and well-being at work.
As leading experts in our field, we have exacting standards and are always looking for ambitious and hard-working colleagues to join our dedicated teams and help us deliver the best we can for our clients as well as build a successful business.
Documents
Operations officer - settlements - nov 25
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